+197.5%
ESQ vs VOO
+78.5%
+119.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +2.1% | +2.6% | -0.5% | +0.3% |
| 30D | +11.8% | -2.0% | +13.8% | +13.3% |
| 3M | +0.3% | -2.8% | +3.1% | +2.2% |
| 6M | +26.7% | +2.2% | +24.5% | +24.3% |
| YTD | +29.8% | +11.5% | +18.3% | +19.2% |
| 1Y | +36.2% | +13.5% | +22.7% | +23.4% |
| 3Y | +197.5% | +78.1% | +119.4% | +59.3% |
| All | +197.5% | +78.5% | +119.0% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling